Mitchell Goldberg, Fort Lauderdale, Florida, Taxation

Fort Lauderdale
(954) 712-5174
mgoldberg@bergersingerman.com

Mitchell W. Goldberg is a member of the firm’s Business, Finance & Tax Team and the Wealth Preservation and Tax Planning Group. He is a Board Certified Specialist in Tax Law by The Florida Bar and concentrates his practice in the areas of federal income, estate, gift, and generation skipping transfer taxation and related business transactional matters. Mitchell counsels businesses and individuals on choice of entity for both new business ventures and for restructuring ongoing businesses in order to achieve desired economic and tax results. Mitchell's business transaction practice focuses on the structuring, analysis and drafting of sophisticated business transactions including asset purchase and sale agreements, stock purchase agreements, mergers, joint ventures, limited liability company operating agreements, partnership agreements and other contractual arrangements to provide tax efficient structures that maximize value.

Mitchell’s international tax practice includes counseling foreign persons investing in the United States (in-bound transactions) on different methods to minimize exposure to U.S. taxes, pre-immigration tax planning for nonresident aliens desiring to become U.S. tax resident or U.S. citizens, and counseling U.S. persons desiring to invest outside the United States (out-bound transactions) on the most effective structures to defer U.S. tax, minimize exposure to taxation in multiple jurisdictions, and other desired tax and economic results

In addition, Mitchell represents taxpayers before the Internal Revenue Service in connection with audits, IRS Appeals, installment agreements, offers in compromise, penalty abatements, offshore voluntary disclosures, and other administrative matters.

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Overview

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Awards & Honors

South Florida Business & Wealth Up and Comer award finalist
Florida Super Lawyers, Rising Star, 2017-2019

Community Activities / Associations

Member, The Florida Bar
Tax Section of The Florida Bar
- New Tax Lawyers Committee Co-Director, 2015-2016
Jewish Federation of South Palm Beach County
- Business and Professional Cabinet
- Professional Advisory Committee
- Emerging Philanthropist Institute, Class of 2019
Greater Boca Raton Chamber of Commerce
- Leadership Boca, Class of 2017
South Palm Beach County Bar Association
- Young Lawyers Section President, 2014-2015
- Taxation Committee Co-Chair, 2013-2014

Prior Affiliations

Gutter Chaves Josepher Rubin Forman Fleisher Miller P.A.

Representative Matters

Represented BBX Capital [a public company trading on the NYSE] in the three stage acquisition of the Altman Companies, a real estate development platform primarily operating in South Florida, which includes a construction company which has historically acted as the general contractor for the platform, and separate development company and management companies. The first stage of the purchase required the creation of a joint venture between BBX [the Buyer] and the owner of the Altman Companies [the platform] which was followed by the purchase by BBX [the Buyer] of a 50% interest in the Altman Companies [the platform companies] for $22.7 million, and then a contribution of all of the interests of each of BBX [the Buyer] and the owner of the platform companies to the joint venture. Subject to certain conditions the Buyer] BBX will purchase an additional 40% of the Altman Companies [the platform companies] through the joint venture on the 4th anniversary of the original acquisition, for an additional $9.4 million.
Represented a 100+-store franchisee of a national quick-service restaurant chain in an investment bank-led sales process that generated aggregate sale proceeds of more than $200 million. The sales process encompassed multiple transactions with four unaffiliated sophisticated buyers, seven affiliated selling entities, a national franchisor with the power to block or influence the transaction, and assets located in multiple states, leading to a complex transaction negotiation and structure. Advised the client in connection with the marketing process, definitive agreements, and concurrent closings.

Publications

Tax Extenders: Limited Benefits and Limited Certainty for Limited Taxpayers

January 7, 2020

Law360, "Sometimes GILTI Is A Pleasure"

January 31, 2019

South Florida Legal Guide - 2017 Edition, "The Tax Yin to the Immigration Yang"

January 5, 2017

Daily Business Review, "With Panama Papers Going Public, US Tax Penalties Come Into Play"

May 26, 2016

The Florida Bar, "IRS Thinks Certain Profits Interests Are Too Good To Be True"

January 1, 2016

Events & Speaking Engagements